+24.5%
VEA vs AG
+110.7%
-86.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +1.4% |
| 7D | -1.5% | -6.7% | +5.3% | -0.6% |
| 30D | -0.8% | +2.2% | -3.0% | -1.3% |
| 3M | +2.5% | +15.7% | -13.2% | +0.1% |
| 6M | +11.1% | -23.8% | +34.9% | +12.4% |
| YTD | +17.2% | +17.6% | -0.5% | +14.9% |
| 1Y | +24.5% | +88.6% | -64.1% | +18.5% |
| All | +24.5% | +110.7% | -86.2% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling